| V先锋领航·MALVERN FDSVTIP |
| 7.62% | 7.98% | $779.0万 | 15.5万股 | $731.2万 | 14.6万股 | +8,700股+5.94% | 加仓 |
| IiShares安硕信托IVLU |
| 6.68% | 7.07% | $682.6万 | 16.3万股 | $647.2万 | 16.3万股 | +120股+0.07% | 加仓 |
| S嘉信策略信托SCHD |
| 5.13% | 5.32% | $524.4万 | 16.5万股 | $487.5万 | 15.9万股 | +6,468股+4.07% | 加仓 |
| DDimensional维度ETF信托DISV |
| 4.54% | 5.04% | $464.6万 | 11.6万股 | $461.3万 | 11.7万股 | -1,172股-1.00% | 减仓 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 4.42% | 4.69% | $452.2万 | 18.6万股 | $429.7万 | 17.9万股 | +6,799股+3.79% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.9% | 4.1% | $398.3万 | 5.1万股 | $375.4万 | 4.8万股 | +3,246股+6.78% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.68% | 3.74% | $376.6万 | 4.4万股 | $342.3万 | 4.4万股 | -333股-0.75% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.66% | 3.74% | $374.5万 | 1.6万股 | $342.4万 | 1.6万股 | -93股-0.58% | 减仓 |
| WWisdomTree信托DEM |
| 3.54% | 3.3% | $361.6万 | 6.7万股 | $302.1万 | 6.1万股 | +6,445股+10.60% | 加仓 |
| IiShares安硕信托IGRO |
| 3.38% | 3.48% | $345.9万 | 3.9万股 | $318.7万 | 3.8万股 | +1,297股+3.41% | 加仓 |
| SSPDR道富系列信托SDY |
| 3.22% | 2.76% | $329.6万 | 2.2万股 | $252.8万 | 1.7万股 | +4,334股+25.02% | 加仓 |
| IiShares安硕EEMV |
| 2.76% | 2.55% | $282.2万 | 3.7万股 | $233.8万 | 3.6万股 | +1,371股+3.80% | 加仓 |
| G通用动力VTI |
| 2.64% | 2.7% | $269.6万 | 7,283股 | $247.7万 | 7,719股 | -436股-5.65% | 减仓 |
 辉瑞PFE |
| 2.05% | 2.69% | $209.4万 | 8.7万股 | $246.3万 | 8.8万股 | -770股-0.88% | 减仓 |
| SSPDR道富系列信托TIPX |
| 1.89% | 2.14% | $193.1万 | 10.2万股 | $195.7万 | 10.2万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 1.68% | 1.89% | $172.1万 | 2.2万股 | $172.7万 | 2.2万股 | +3股+0.01% | 加仓 |
 苹果AAPL |
| 1.49% | 1.69% | $152.5万 | 5,270股 | $154.6万 | 6,091股 | -821股-13.48% | 减仓 |
| V先锋领航指数基金VOO |
| 1.45% | 1.3% | $148.6万 | 2,016股 | $119.4万 | 2,067股 | -51股-2.47% | 减仓 |
| IINVESTMENT MANAGERS SER TR IFPAG |
| 1.4% | 0.44% | $143.3万 | 3.6万股 | $40.7万 | 1.1万股 | +2.4万股+217.84% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.37% | 1.46% | $140.6万 | 2,809股 | $134.2万 | 2,800股 | +9股+0.32% | 加仓 |
 CLOROX DELCLX |
| 1.3% | 0.65% | $133.0万 | 1.4万股 | $59.3万 | 5,723股 | +8,217股+143.58% | 加仓 |
| V先锋领航指数基金VTV |
| 1.28% | 1.26% | $130.6万 | 5,993股 | $115.0万 | 5,858股 | +135股+2.30% | 加仓 |
| IiShares安硕信托STIP |
| 1.11% | 1.25% | $113.6万 | 1.1万股 | $114.8万 | 1.1万股 | +16股+0.14% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.99% | 1.15% | $101.7万 | 6,719股 | $105.6万 | 6,717股 | +2股+0.03% | 加仓 |
 微软MSFT |
| 0.98% | 1.16% | $100.4万 | 2,691股 | $105.9万 | 2,860股 | -169股-5.91% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.93% | 0.92% | $94.8万 | 1.4万股 | $84.1万 | 1.3万股 | +96股+0.71% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.91% | 0.79% | $92.6万 | 9,918股 | $72.6万 | 8,205股 | +1,713股+20.88% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.87% | 0.82% | $89.0万 | 2.1万股 | $75.5万 | 2.1万股 | -228股-1.08% | 减仓 |
 摩根大通JPM |
| 0.78% | 0.86% | $79.3万 | 2,423股 | $78.7万 | 2,675股 | -252股-9.42% | 减仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.75% | — | $76.3万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 艾伯维ABBV |
| 0.73% | 0.71% | $74.9万 | 2,976股 | $64.6万 | 2,972股 | +4股+0.13% | 加仓 |
 埃克森美孚XOM |
| 0.73% | 0.72% | $74.6万 | 5,454股 | $65.7万 | 3,871股 | +1,583股+40.89% | 加仓 |
 雅培ABT |
| 0.71% | 0.89% | $72.3万 | 7,965股 | $81.6万 | 7,949股 | +16股+0.20% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.69% | 0.65% | $70.1万 | 1.7万股 | $59.1万 | 1.8万股 | -1,150股-6.49% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.69% | 0.77% | $70.0万 | 1.3万股 | $70.1万 | 1.3万股 | +25股+0.19% | 加仓 |
 默沙东MRK |
| 0.67% | 0.22% | $68.3万 | 5,318股 | $20.4万 | 1,698股 | +3,620股+213.19% | 加仓 |
 家得宝HD |
| 0.67% | 0.76% | $68.3万 | 1,937股 | $69.7万 | 2,119股 | -182股-8.59% | 减仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.66% | 0.72% | $67.1万 | 2.7万股 | $66.1万 | 2.7万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.64% | 0.7% | $65.9万 | 2,595股 | $64.1万 | 2,623股 | -28股-1.07% | 减仓 |
| IiShares安硕信托IVW |
| 0.64% | 0.6% | $65.9万 | 4,790股 | $54.6万 | 4,820股 | -30股-0.62% | 减仓 |
| N新纪元能源NEE |
| 0.64% | 0.79% | $65.5万 | 7,468股 | $72.0万 | 7,756股 | -288股-3.71% | 减仓 |
 南方电力SO |
| 0.63% | 0.7% | $64.5万 | 6,740股 | $63.8万 | 6,606股 | +134股+2.03% | 加仓 |
 英伟达NVDA |
| 0.62% | 0.51% | $63.9万 | 3,193股 | $47.1万 | 2,703股 | +490股+18.13% | 加仓 |
 雷神技术RTX |
| 0.56% | 0.77% | $57.4万 | 3,023股 | $70.2万 | 3,639股 | -616股-16.93% | 减仓 |
 Elevance健康ELV |
| 0.56% | 0.47% | $57.3万 | 1,481股 | $43.2万 | 1,477股 | +4股+0.27% | 加仓 |
 联合太平洋铁路UNP |
| 0.54% | 0.54% | $55.6万 | 2,043股 | $49.6万 | 2,043股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 0.53% | — | $54.7万 | 1,983股 | $0 | 0股 | +1,983股 | 新买入 |
| V先锋领航·MIDVO |
| 0.52% | 0.53% | $53.4万 | 6,630股 | $48.1万 | 1,675股 | +4,955股+295.82% | 加仓 |
| IiShares安硕信托IXUS |
| 0.5% | 0.51% | $51.4万 | 5,387股 | $46.7万 | 5,387股 | 00.00% | 持仓不变 |
 第一资本COF |
| 0.5% | 0.5% | $50.8万 | 2,530股 | $45.9万 | 2,516股 | +14股+0.56% | 加仓 |
